FI RELATIONSHIP SPECIALIST / ACCOUNT MANAGEMENT SPECIALIST

Detroit, MI

THE OPPORTUNITY

A Detroit-based Fintech company that specializes in small business banking needs has an opening for FI Relationship Specialist which is a hybrid between a market manager and a client relations specialist. The FI Relationship Specialist manages a portfolio of client financial institutions and is responsible for the success of their technology install. The person in this position designs and executes go to market strategies for financial institutions, supports the small businesses that bank with them, and manages tactical requests to best serve them with the company's program. 


Responsibilities:

  • Advocate for your clients, every day and every interaction.

  • Develop and maintain in-depth knowledge of each client’s products, markets, business goals, strategy, and existing marketing plans.

  • Subject matter expert on each client’s annual marketing implementation, including rules of engagement for their businesses, how the client engages their business customers/members, the client’s brand, and any other relevant information for operating in the client’s market.

  • Support the implementations team by designing and deploying tailored engagement playbooks and go to market strategies for new financial institution clients.

  • Pro-actively analyze the marketing playbook performance against client goals, and adjust to achieve the highest ROI.

  • Become a subject matter expert on each client including key team members, decision makers, and internal priorities and goals at the client financial institutions.

  • Manage and influence client conversations, deliver exceptional service, and create mutually beneficial outcomes.

  • Create a true partnership relationship with your clients.

  • Coordinate timelines, tasks, and communication across several internal and external teams.

WHO YOU ARE

Required Experience/Skills:

  • Bachelor’s Degree or equivalent years of work experience.

  • 2+ years in client-facing account management.

  • Extremely high level of professionalism, comfortable presenting and talking to C-level executives.

  • Incredible project management skills with a superb attention to detail.

  • Ability to multi-task and prioritize.

  • Flexibility and adaptability in responding to rapid change.

  • Strong problem analysis and resolution skills, with an ability to develop and implement solutions that benefit both the client and company.

  • Ability to self-start and succeed with little supervision.

  • Knowledge of Online (digital, social, interactive, email) and Offline (posters, collateral, etc.) marketing campaigns.

  • Willingness to learn and utilize new products and process changes.

  • Familiarity with MS Office products.

  • Familiarity with project planning tools.

  • Ability to travel by air and/or car up to 15%.

THE GOOD STUFF

Benefits:

  • Flexible, entrepreneurial work environment.

  • Casual dress code.

  • Healthcare: health insurance, dental coverage, life and disability insurance.

  • 401k plan with match.

  • Free parking.

 

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